Welcome to Compass Wealth Strategies, a financial planning practice which has a strong focus on providing personalised strategic financial planning advice to achieve our client’s financial and lifestyle objectives over their lifetime.
Based in Cleveland 4163, we are the financial planning practice for you if you are looking for personalised financial planning strategies to achieve your financial and lifestyle goals and no commissions, only fee for service based advice.
Our style of financial planning focuses on a lifetime relationship focusing on different priorities based on your age or stage of life. Which stage of life are you at?